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Who they serve

Fee-only advisors for retirees

Retirees are clients in the drawdown phase: withdrawal strategy, Social Security, Medicare coordination, tax-efficient distribution, and the cash-flow engineering required to make 30+ years of retirement work.

By the numbers

The Wellspent public graph lists 3,334 fee-only financial advisors who work with retirees at 1,458 firms, most in Houston, San Diego and Scottsdale. 49% hold the CFP certification. Of the 3326 with fees on file, 87% charge percentage of assets.

Advisors listed
3,334
Firms
1,458
Cities
877
Hold the CFP
49%
  • Other credentials: CFA 8% · CPA 3% · EA 2%
  • How they charge (of 3326 with fees on file): percentage of assets 87% · fixed fees 44% · hourly 41% · ongoing planning fee 16%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors who work with retirees

Fee-only advisors who work with retirees: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Austin Crites Aurora Financial Strategies Indianapolis CFA Percentage of assets, Fixed fees
Austin Mangold Seaside Wealth Management Carlsbad Not listed Ongoing planning fee
Benjamin Englund Ceva Advisors Woodinville Not listed Percentage of assets, Hourly
Benjamin Fookes Fiduciary Financial Group San Rafael Not listed Percentage of assets, Fixed fees
Benjamin House Stonehearth Capital Management Danvers Not listed Percentage of assets, Hourly
Benjamin Hunter Harvest Financial Advisors West Chester Not listed Percentage of assets, Hourly
Bennie Hobson Springlake Financial Partners Franklin CFP Percentage of assets, Fixed fees
Bethany Parker Barry Investment Advisors New Bedford CFP Percentage of assets, Fixed fees
Blake Anderson Pittenger & Anderson Lincoln Not listed Percentage of assets
Bogdan Niciu 4-C Wealth Creve Coeur Not listed Percentage of assets, Fixed fees
Bonnie Courtney Cambridge Financial Group Tucson Not listed Percentage of assets, Fixed fees
Bradford Yeakle MY Wealth Management Germantown ChFC Percentage of assets, Hourly
Brailyn Robertson The Aranda Group Jenkintown Not listed Percentage of assets, Fixed fees
Brendan King Wavvest Chicago Not listed Percentage of assets
Brendan Willmann Granada Wealth Management Davidson CFP, CFA Percentage of assets, Hourly
Brian Drumhiller Capital Advisors Wealth Management Yakima CFP Percentage of assets, Hourly
Brian Ismert Equity Wealth Partners Independence CFP Percentage of assets, Hourly
Brian Sawyer Larchmont Wealth Advisors Lunenburg Not listed Hourly
Bruce Beckett My Financial Coach Midland Not listed Percentage of assets, Hourly
Bruce Mason Harvest Financial Advisors Cincinnati Not listed Percentage of assets, Hourly
Canyon Burton-Murphy Asempa Wealth Advisors Baton Rouge Not listed Percentage of assets
Cassidy Fisher Castle Coast Wealth La Jolla Not listed Percentage of assets, Hourly
Chad Nolte Model Wealth Wheaton Not listed Hourly, Flat fee or retainer
Chad Seegers Insight Wealth Strategies San Ramon Not listed Percentage of assets, Hourly
Charles Gillespie Castle Coast Wealth La Jolla Not listed Percentage of assets, Hourly
Charles Hruby Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
Charles Von Stackelberg Radius Wealth Management Boston ChFC Percentage of assets, Hourly
Christopher Davis Burns Matteson Capital Management Corning CFP Percentage of assets, Hourly
Christopher Moore Fiduciary Financial Group San Rafael Not listed Percentage of assets, Fixed fees
Christopher Vasquez Lucien, Stirling & Gray Advisory Group Austin Not listed Percentage of assets, Hourly
Clayton Finck Pittenger & Anderson Lincoln Not listed Percentage of assets
Colby Ring Duncan Williams Asset Management Memphis Not listed Percentage of assets, Hourly
Cole McClarren Cambridge Financial Group Tucson Not listed Percentage of assets, Fixed fees
Colin Callahan Callahan Wealth Advisory Orlando Not listed Percentage of assets
Colin Leighton Heritage Oak Wealth Advisors Rogers Not listed Percentage of assets
Conner Cloyd Cloyd Capital Louisville Not listed Percentage of assets
Craig Johnston Fiduciary Counsel Englewood Not listed Percentage of assets, Hourly
Dale Lam Strategent Financial Harrisonburg CFP, PFS Percentage of assets, Hourly
Daniel Bender MBR Financial Houston Not listed Percentage of assets, Flat fee or retainer
Daniel Mauser Cosmos Wealth La Jolla Not listed Percentage of assets, Hourly
Daniel Smith FreeMind Financial Advisory Shirley Not listed Percentage of assets
Daniel Thornton Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
Daniel Venable B.I.G. Investment Services Dover Not listed Percentage of assets
Danijel Romic Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
Darin Koss Tower Wealth Partners Lewisburg CFP Percentage of assets, Hourly
David Boothe B.I.G. Investment Services Dover Not listed Percentage of assets
David Butler Verus Financial Partners Richmond Not listed Percentage of assets
David Hall Peak Planning Group Hilo Not listed Percentage of assets, Hourly
David Johanson Scope Wealth Management Denver CFP Percentage of assets, Hourly
David O'Neill Heritage Financial Gainesville CFP Percentage of assets, Hourly

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Specialties that serve retirees